Responsibilities

• Independently manage a portfolio of moderately complex clients
• Provide complete accounting services, from data entry to financial reporting
• Prepare management accounts, budgets, and forecasts
• Compile and analyse Annual Financial Statements (AFS)
• Submit tax packs and initiate lockdown procedures once financials are signed
• Perform tax planning and compliance for companies, close corporations, and trusts
• Prepare and deliver ratio analysis and financial trend reports
• Present financial findings to clients in a clear, value-adding manner
• Attend client meetings to discuss general business matters
• Address client queries telephonically or via email and document all responses
• Maintain deep understanding of each client's business activities and challenges
• Deliver accurate and timely statutory submissions, including VAT201 and ad hoc filings
• Handle SARS queries, penalties, interest, refunds, and tax clearance applications
• Liaise with internal teams, external auditors, and regulatory bodies as needed
• Ensure partner/manager is informed of all client issues and receives required documentation promptly